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Organize Your Financial Life

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  • Create a personal balance sheet
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  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
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Home > Important Disclosures > Your Privacy > California Privacy Request

Submit a Privacy Request

For California Residents Only

This form is for California residents exercising CCPA rights to (1) know details about your personal information, (2) request deletion of your personal information, or (3) request correction of inaccurate personal information. Stifel does not support opt-out or sensitive data limitation requests, as we do not sell/share data or use sensitive information beyond necessary services. You may submit up to two 'right to know' requests per 12-month period. We will respond within 45 days (or 90 days if needed). We do not discriminate for using this form. For more information, please see our California Privacy Policy posted at stifel.com/privacy.


Note for authorized agents: Do not use this form; instead, please provide proof of authorization and submit via mail to privacy@stifel.com or contact Stifel Support at (800) 679-5446. Agents must verify the consumer's identity.


Please answer the questions below to complete your request.

1. Stifel subsidiary

Please enter the Stifel subsidiary where you currently or previously had an account, employment, or other relationship. This helps us locate your information. For a current list of our subsidiaries, please see the end of this page.


2. Relationship type

Select all your current or past relationships with Stifel. This aids in verifying your identity and locating records. Here, "employee" includes contractors and job applicants.

3. Request type

Specify your request type.

4. Contact Information

Please fill out the following information about yourself so that Stifel can contact you with additional details and also verify your identity if needed. This information is used only for verification and response; it is protected under our privacy policy.



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This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.